Party is not over, but we see the dynamics becoming far more moderate, as expected. Moving up the value chain, the divisions/segments are facing some challenges to protect their margins, especially Functional Materials & Solutions. NWC development indicates some clouds. BASF’s figures were a notch stronger than expected, confirming our view on the company. Consensus was fully matched.
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Tipping the top at Chemicals
Party is not over, but we see the dynamics becoming far more moderate, as expected. Moving up the value chain, the divisions/segments are facing some challenges to protect their margins, especially Functional Materials & Solutions. NWC development indicates some clouds. BASF’s figures were a notch stronger than expected, confirming our view on the company. Consensus was fully matched.